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Total Portfolio - New Portfolio
SWest
Total PortfolioIndividual Investor
Ranked #13,633 out of 816,760 TipRanks' Investors
Success Rate
313 out of 392
profitable transactions
profitable transactions
Average Return
52.90%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 11.16%
6-Month Return▲ 80.81%
12-Month Return▲ 60.91%
YTD Return▲ 66.11%
Total Return▲ 124.83%
Best Trade
Bio
For individual stocks, the goal is mostly value investing however I reserve the right to spice it up from time to time.
Performance
37.37%0-37.37%
▼ 12.86%
▼ 1.27%
▼ 7.66%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 10.22%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 10.24%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 37.37%
May 2025
▲ 6.24%
▲ 5.14%
▲ 13.69%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 1.74%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 8.32%
Aug 2025
▲ 0.42%
▼ 0.20%
▲ 1.16%
Sep 2025
▼ 12.86%▼ 1.27%▼ 7.66%
▼ 1.80%▼ 5.57%▼ 10.22%
▲ 1.84%▼ 0.87%▲ 10.24%
▲ 12.20%▲ 6.28%▲ 37.37%
▲ 6.24%▲ 5.14%▲ 13.69%
▲ 27.87%▲ 2.30%▲ 1.74%
▲ 4.87%▲ 2.05%▲ 8.32%
▲ 0.42%▼ 0.20%▲ 1.16%
Recent Activity
NV5 Holdings
―
▲ 67.22%
20
Close
Aug 01, 2025
Acuren Corporation
2.05%
▲ 2.72%
1
Open
Aug 01, 2025
Retirement I 2040 Fund - I Class
24.96%
▲ 6.40%
35
Buy
Apr 25, 2022
Vanguard High Dividend Yield Index Fund Admiral Shares
18.73%
▲ 77.14%
60
Buy
Mar 30, 2022
Vanguard FTSE Developed Markets ETF
2.38%
▲ 62.09%
33
Buy
Mar 30, 2022
23andMe Holding
0.07%
▼ 96.71%
22
Buy
Mar 07, 2022
Vanguard U.S. Growth Fund
17.63%
▲ 120.51%
44
Buy
Jan 04, 2022
Vanguard Target Retirement 2040 Fund
4.67%
▲ 76.04%
25
Buy
Jan 04, 2022
Vanguard International Growth Fund
7.65%
▲ 49.30%
45
Buy
Jan 04, 2022
Jumia Technologies AG
1.31%
▲ 35.79%
14
Buy
Dec 20, 2021
Sea
2.25%
▼ 5.22%
8
Buy
Nov 16, 2021
Trilogy Metals
0.22%
▼ 5.88%
1
Open
Aug 20, 2021
Alibaba
2.39%
▼ 15.32%
11
Buy
Aug 18, 2021
Vanguard Total Stock Market ETF
5.55%
▲ 111.12%
25
Buy
Aug 18, 2021
Vanguard Health Care ETF
2.1%
▲ 46.23%
15
Buy
Jul 16, 2021
Carnival
―
▲ 137.48%
8
Close
Jun 02, 2021
Berkshire Hathaway B
―
▲ 12.71%
6
Close
Dec 28, 2020
Apple
4.59%
▲ 242.27%
4
Buy
Oct 21, 2020
Tencent Holdings
―
▲ 19.55%
5
Close
Apr 14, 2020
Ibio
―
▼ 22.45%
2
Close
Mar 09, 2020